Himma Investments

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Himma Investments

Home Portfolio News Earnings Macro Special Situations Themes

Home Portfolio News Earnings Macro Special Situations Themes

SPY 767.98 +1.8%DIA 533.43 +3.2%QQQ 691.93 +1.0%GLD 372.35 +3.6%BTC 80,427.00 +3.3%USO 145.00 −8.3%

SECTOR PULSE

CONSUMER DISCRETIONARY+4.0%ENERGY−4.8%FINANCIALS+3.5%REAL ESTATE+3.2%HEALTH CARE+3.1%MATERIALS+3.1%CONSUMER STAPLES+3.0%COMMUNICATION SERVICES+3.0%TECHNOLOGY+0.3%UTILITIES+0.3%INDUSTRIALS−1.5%

LEADERS

Consumer discretionary+4.0%
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Financials+3.5%
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LAGGARDS

Energy−4.8%
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Industrials−1.5%
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Portfolio

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Watchlist

Starter list 7

NAMELAST1D1W1MDRIVER

NVDA201.49−3.1%−7.0%−16.3%—vs Semiconductors today +0.3%, 5 day +4.6%, 21 day +7.6%vs peers+0.3%+4.6%+7.6%AAPL350.20+5.3%+1.7%+4.8%—vs Consumer Electronics today +4.7%, 5 day −2.3%, 21 day +3.1%vs peers+4.7%−2.3%+3.1%GOOGL291.20+3.2%−11.1%−16.9%—vs Internet Content & Information today 0.0%, 5 day −14.4%, 21 day −20.8%vs peers0.0%−14.4%−20.8%MSFT555.00+6.7%+4.7%+5.1%—vs Software - Infrastructure today +6.4%, 5 day +10.5%, 21 day +7.5%vs peers+6.4%+10.5%+7.5%AMZN265.51+6.2%+4.5%+3.8%—vs Internet Retail today +1.3%, 5 day −1.8%, 21 day −5.1%vs peers+1.3%−1.8%−5.1%TSLA385.00−3.3%−4.7%+1.2%—vs Auto Manufacturers today −7.7%, 5 day −7.9%, 21 day +0.7%vs peers−7.7%−7.9%+0.7%BTC80,427.00+3.3%+4.0%−1.5%—vs Crypto today +0.4%, 5 day +1.8%, 21 day −0.4%vs peers+0.4%+1.8%−0.4%

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Daily Summary

TOP MOVERS

TOP EVENTSVIEW ALL EVENTS →

NVONovo sales boosted by Wegovy weight-loss pill Financial Times ↗9
CVSCVS Health Announces Intent to Separate Into Two Independent Public Companies U.S. SEC EDGAR ↗10
CVSCVS Health Corporation Reports Third Quarter 2026 Results and Raises Full-Year 2026 Guidance U.S. SEC EDGAR ↗9

Consumer discretionary surged broadly led by Amazon with no reported trigger for the move, while Booking Holdings and McDonald's added gains after strong quarterly results

Financials rose broadly across banks

Energy dropped broadly as crude oil prices sank sharply, dragging down Exxon, Chevron and other oil producers

Industrials fell as data center risk fears hit electrical equipment and machinery stocks, led by GE Vernova, Eaton and Vertiv

EARNINGS

LATEST REPORTS

TICKEREPS EST.EPS ACT.SURPREACTION

1.98

2.05

+3.5%

−3.7%

1.68

2.09

+24.4%

—

0.33

0.44

+33.3%

−4.7%

REPORTING NEXTTODAY · NOV 4

TICKEREPS EST.LAST Q
SURPPRIOR
REACTION

1.38

—

−0.2%

0.83

—

−0.4%

0.82

—

+4.0%